HSBC Holdings PLC
HSBC- Exchange
- NYSE
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001089113
No open-market purchases or sales by HSBC Holdings PLC insiders were filed in the last 90 days; 713 institutions reported holding it in 13F filings for Q2 2026, worth $8.00B in total; no superinvestor holds it.
Other share classesHBCYF
13F holders, Q3 2022
Institutional positions in HSBC Holdings PLC as of Sep 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 289
- +4 vs. Q2 2022
- Shares held
- 53.7M
- +1.35M (+2.6%) vs. Q2 2022
- Total value
- $1.40B
- −$310.6M (−18.2%) vs. Q2 2022
- New holders
- 48
- 94 more added
- Sold out
- 44
- 81 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HSBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 713 | $8.00B |
| Q1 2026 | 646 | $6.97B |
| Q4 2025 | 617 | $6.53B |
| Q3 2025 | 555 | $5.64B |
| Q2 2025 | 513 | $4.68B |
| Q1 2025 | 507 | $4.30B |
| Q4 2024 | 466 | $2.67B |
| Q3 2024 | 425 | $2.37B |
| Q2 2024 | 419 | $2.36B |
| Q1 2024 | 411 | $2.10B |
| Q4 2023 | 412 | $2.27B |
| Q3 2023 | 375 | $2.31B |
| Q2 2023 | 365 | $2.35B |
| Q1 2023 | 338 | $1.93B |
| Q4 2022 | 316 | $1.67B |
| Q3 2022 | 289 | $1.40B |
| Q2 2022 | 292 | $1.72B |
| Q1 2022 | 297 | $1.70B |
| Q4 2021 | 284 | $1.44B |
| Q3 2021 | 263 | $1.29B |
| Q2 2021 | 262 | $1.52B |
| Q1 2021 | 263 | $1.48B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding HSBC Holdings PLC; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FourThought Financial, LLC | 11 | $0 | 0.00% | −10−47.6% | Reduced |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| City State Bank | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 14 | $0 | 0.00% | +14 | New |
| Vident Investment Advisory, LLC | 12,347 | $0 | 0.00% | +12,347 | New |
| Cullen/Frost Bankers, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 29 | $1.00K | 0.00% | +4+16.0% | Added |
| Evoke Wealth, LLC | 32 | $1.00K | 0.00% | +7+28.0% | Added |
| Key Financial Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 45 | $1.00K | 0.00% | +45 | New |
| BNP Paribas Arbitrage, SA | 53 | $1.38K | 0.00% | −468−89.8% | Reduced |
| PFS Partners, LLC | 55 | $1.44K | 0.00% | +1+1.9% | Added |
| Absolute Capital Management, LLC | 63 | $1.64K | 0.00% | +63 | New |
| Archer Investment Corp | 65 | $1.69K | 0.00% | +1+1.6% | Added |
| Brown, Lisle/Cummings, Inc. | 67 | $1.75K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 68 | $1.77K | 0.00% | +45+195.7% | Added |
| M&R Capital Management Inc | 105 | $2.00K | 0.00% | −207−66.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 114 | $2.00K | 0.00% | −26−18.6% | Reduced |
| Federated Hermes, Inc. | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 89 | $2.32K | 0.00% | +89 | New |
| Whittier Trust Co of Nevada Inc | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 143 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $3.00K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 116 | $3.02K | 0.00% | +11+10.5% | Added |
| JJJ Advisors Inc. | 152 | $4.00K | 0.00% | −104−40.6% | Reduced |
| Bell Investment Advisors, Inc | 166 | $4.00K | 0.00% | −34−17.0% | Reduced |
| Duncker Streett & Co Inc | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 146 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 163 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 168 | $4.00K | 0.00% | +35+26.3% | Added |
| Accel Wealth Management | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 150 | $4.00K | 0.00% | +150 | New |
| PSI Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 192 | $5.00K | 0.00% | +26+15.7% | Added |
| Beacon Capital Management, LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 212 | $6.00K | 0.01% | −410−65.9% | Reduced |
| Financial Management Professionals, Inc. | 215 | $6.00K | 0.00% | −241−52.9% | Reduced |
| Column Capital Advisors, LLC | 241 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 219 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 156 | $6.00K | 0.00% | +156 | New |
| Bartlett & Co. Wealth Management LLC | 254 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 254 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 270 | $7.04K | 0.01% | +270 | New |
| Fifth Third Bancorp | 291 | $8.00K | 0.00% | −78−21.1% | Reduced |
| Arlington Partners LLC | 335 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 388 | $10.0K | 0.00% | +10+2.6% | Added |
| Hantz Financial Services, Inc. | 389 | $10.0K | 0.00% | +218+127.5% | Added |
| Tortoise Investment Management, LLC | 433 | $11.0K | 0.00% | +341+370.7% | Added |
| Raffa Wealth Management, LLC | 427 | $11.1K | 0.00% | +370+649.1% | Added |
| Addison Advisors LLC | 454 | $12.0K | 0.01% | +64+16.4% | Added |
| Brown Brothers Harriman & Co | 467 | $12.0K | 0.00% | +259+124.5% | Added |
| JFS Wealth Advisors, LLC | 515 | $13.0K | 0.00% | −701−57.6% | Reduced |
| Harbour Investments, Inc. | 403 | $13.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 607 | $16.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 678 | $18.0K | 0.00% | −1,298−65.7% | Reduced |
| Allworth Financial LP | 683 | $18.0K | 0.00% | +18+2.7% | Added |
| Sargent Bickham Lagudis LLC | 757 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 809 | $21.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 907 | $24.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,088 | $28.0K | 0.00% | +182+20.1% | Added |
| Atlas Capital Advisors LLC | 1,107 | $28.9K | 0.01% | −6,564−85.6% | Reduced |
| Hoey Investments, Inc | 1,100 | $29.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,170 | $31.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,227 | $32.0K | 0.00% | −85−6.5% | Reduced |
| Bogart Wealth, LLC | 1,224 | $32.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1,427 | $37.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,414 | $37.0K | 0.00% | +487+52.5% | Added |
| EverSource Wealth Advisors, LLC | 1,428 | $37.0K | 0.01% | +622+77.2% | Added |
| Whittier Trust Co | 1,477 | $38.0K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 1,575 | $41.0K | 0.02% | +265+20.2% | Added |
| Ronald Blue Trust, Inc. | 1,243 | $41.0K | 0.00% | +705+131.0% | Added |
| Bessemer Group Inc | 1,625 | $42.0K | 0.00% | +1,625 | New |
| Godsey & Gibb Associates | 1,764 | $46.0K | 0.04% | +1,764 | New |
| Selective Wealth Management, Inc. | 1,885 | $49.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,868 | $49.0K | 0.01% | +1,013+118.5% | Added |
| Ancora Advisors, LLC | 2,000 | $52.0K | 0.00% | +1,000+100.0% | Added |
| Tower Research Capital LLC (TRC) | 2,257 | $59.0K | 0.00% | +2,257 | New |
| Huntington National Bank | 2,428 | $63.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 2,500 | $65.0K | 0.00% | +2,500 | New |
| Glassman Wealth Services | 2,610 | $68.0K | 0.01% | +104+4.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,206 | $83.6K | 0.00% | +441+15.9% | Added |
| National Bank of Canada | 3,310 | $86.0K | 0.00% | −787−19.2% | Reduced |
| Ellevest, Inc. | 3,593 | $94.0K | 0.01% | −3,989−52.6% | Reduced |
| Rosenberg Matthew Hamilton | 3,835 | $100.0K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,843 | $100.0K | 0.00% | +37+1.0% | Added |
| IFP Advisors, Inc | 2,119 | $106.0K | 0.00% | +1,074+102.8% | Added |
| CWM, LLC | 4,223 | $110.0K | 0.00% | +95+2.3% | Added |
| Clear Street Markets LLC | 4,500 | $117.0K | 0.02% | −100−2.2% | Reduced |
| Blueprint Investment Partners LLC | 4,649 | $121.0K | 0.03% | −5,752−55.3% | Reduced |
| American Portfolios Advisors | 5,202 | $135.6K | 0.01% | +5,000+2,475.2% | Added |